AI - Oktana

Rethink AI Agents: Explore our Demo

It’s time to rethink AI Agents in your business strategy. The conversation around AI agents is shifting—and fast. The current resistance won’t last. As enterprise organizations explore how AI fits into their operations, one thing is becoming increasingly clear: it’s no longer a question of if AI agents will be part of your IT ecosystem, but when. And more importantly, how.

AI Agents represent a strategic transformation in how businesses approach productivity, scalability, and data security. These can reason, learn from interactions, and execute complex workflows with minimal supervision. In practical terms, that means fewer routine tasks for human teams, faster response times, and smarter automation.

The Data Behind the Movement

Data trends couldn’t be clearer – here is some data from the latest Gartner report:

By 2026, over 20% of enterprises will have employees actively collaborating with AI agents.
By 2028, 15% of daily business decisions will be made autonomously.
By 2030, AI is projected to handle 80% of all customer interactions.

Three Pillars Driving the Decision

If you’re in a leadership role, these shifts should be flashing red on your radar. Because when adoption reaches a tipping point, lagging behind will mean more than just operational inefficiencies—it’ll mean losing ground in competitiveness and innovation.

1. Sales ROI & Operational Optimization

According to the Agentforce ROI Calculator, companies see:

25% reduction in time spent on manual outreach.
30% cut in support costs, as projected by Gartner.
20–30% increase in CSAT (Customer Satisfaction) scores.

2. Rapid Payback in Weeks, Not Months

Time to value is critical. With AI agents like Agentforce, impact is immediate. Organizations typically report a 20–30% increase in CSAT (Customer Satisfaction) scores as they deliver faster, smarter responses. This isn’t a long-haul investment—it’s a short-term payoff with long-term benefits.

3. Security Matters—Data Privacy Is Non-Negotiable

In an era of increasing scrutiny over data practices, security is not negotiable. With Agentforce running inside Salesforce’s Einstein Trust Layer, your data stays governed by the same permissions, sharing rules, and compliance standards you already trust. And with over 40 certifications, including HIPAA and FedRAMP, your AI implementation meets the highest security benchmarks—without additional integration headaches.

Interact with our Demo

Despite being low-code and natively integrated into Salesforce, deploying AI agents still requires strategy. You need to ensure prompt quality, integrate with legacy systems, and optimize for your unique data structures.

We’ve helped customers build and launch AI agents across sales, support, and internal operations. Whether it’s syncing workflows in Slack, calibrating prompts in multilingual support portals, or integrating with Salesforce Flows and Apex, we bring real implementation experience to the table.

Our approach goes beyond tech. We focus on alignment—with your data, your teams, and your business goals.

Let’s talk! Contact us to book a free 30-minute assessment and explore how Agentforce can reshape your business operations.

Is AaaS the New SaaS? Oktana Explores the Shift

Artificial Intelligence (AI) has made tremendous progress in recent years, evolving beyond basic algorithms and analytics to take on autonomous operations. At Oktana, we’ve seen this transformation firsthand as businesses increasingly explore AI’s potential.

According to a recent study, 40% of companies in the US now leverage AI to automate at least one business process, signaling a massive shift toward AI-driven operations (McKinsey, 2023).

One of the most intriguing developments we’ve encountered is Agent as a Service (AaaS). This emerging model goes a step further than Software as a Service (SaaS) by offering AI agents that automate tasks, personalize user experiences, and even make independent decisions.

According to Gartner, 70% of enterprises are expected to leverage AI-driven automation by 2025 (Gartner, 2023). This raises the question: Is AaaS set to replace SaaS as the dominant tech model?

The same Gartner study found that 70% of enterprises are expected to leverage AI-driven automation by 2025 (Gartner, 2023). This raises the question: Is AaaS set to replace SaaS as the dominant tech model?

Before diving into whether AaaS is the new SaaS, let’s first explore what sets them apart. Imagine SaaS as a reliable minivan that helps you get from point A to B, but you’re still in control. AaaS, however, is more like a dynamic map which suggests roads, but also knows how your car is performing, recommending to take gas or check the brakes.

It doesn’t just help you get to your destination; it also anticipates your needs along the way. It makes adjustments to optimize the route and even suggests places to stop.

What Exactly Is AaaS?

AaaS combines autonomous AI agents with cloud-based delivery systems. At its core, it means creating and customizing AI agents with no code, low code or pro code tools. Unlike SaaS, which provides software for you to use, AaaS delivers AI agents that operate independently after a rigorous configuration phase.. These agents handle make decisions without requiring constant human oversight.

For example, rather than using a CRM tool where salespeople log their activities, an AaaS agent could track customer interactions, analyze trends, and automatically recommend personalized strategies for converting leads. According to Martin Treiber, an AI consultant, these agents work with reasoning engines, knowledge bases, memory systems, and planning modules. Think of them as digital assistants that never call in sick or take breaks.

Imagine your business runs a customer support team. With SaaS, you might use a chatbot tool to assist your agents. With AaaS, you could mix the chatbot with an AI agent that also learns from past interactions, predicts customer concerns, and escalates complex issues to a human supervisor when necessary.

Key Benefits of AaaS

1. Scalability

AI agents can handle tasks on a much larger scale than traditional SaaS. Need to process 1,000 customer requests per hour? No problem. AaaS agents thrive under pressure, working around the clock without tiring.

Oktana has observed businesses dramatically improve operational efficiency by automating repetitive tasks like data entry or customer inquiries. 62% of AI adopters report improved operational efficiency through automation, underscoring AaaS’s potential to streamline processes (Accenture, 2023).

2. Personalization

While SaaS tools allow for some customization, AaaS agents take it to a whole new level. They adapt in real-time, offering recommendations or solutions tailored to individual users. In the healthcare industry, for example, an AI agent could track a patient’s medical history and recommend personalized treatment options.

As Treiber notes, AaaS delivers a “hyper-personalized experience” that evolves over time. 78% of consumers are more likely to return to a service that offers personalized recommendations, highlighting the growing demand for this level of customization (Epsilon, 2023).

Cost Efficiency

AaaS offers the potential for outcome-based pricing models, which could be a game-changer.

Instead of paying a subscription fee for software access, businesses might pay based on measurable results, such as the number of successful transactions or leads generated by the agent.

Imagine paying your AI agent based on performance, not hours worked. In comparison, SaaS tools usually rely on flat or usage-based pricing, which often leads to rising costs. Deloitte found that businesses integrating AI into their operations can cut costs by 20% to 40% (Deloitte, 2023).

4. Continuous Improvement

Unlike traditional SaaS, which requires periodic updates, AaaS agents improve continuously. They learn from new data, adapt to user feedback, and refine their processes. It’s like hiring an employee who gets smarter every day—without asking for a raise.

By 2025, AI’s impact on businesses will contribute $15.7 trillion to the global economy, showing how critical ongoing AI innovation will be (PwC, 2023).

Is AaaS Really Ready to Replace SaaS?

While AaaS offers undeniable advantages, there are also challenges to consider. User adoption is one hurdle. Many businesses remain hesitant to trust AI agents with critical tasks, preferring the familiarity of traditional SaaS platforms. There’s also the learning curve—businesses need to understand how to implement and govern these autonomous systems effectively.

At Oktana, we’ve worked with clients across various industries, including finance and healthcare, and we’ve seen the cautious optimism surrounding AaaS. In the banking sector, for instance, AI agents could automate tasks like loan approvals or risk assessments.

However, many institutions still rely on SaaS solutions for customer management and reporting due to concerns about compliance and data security. 85% of business applications were expected to be SaaS-based by 2025, indicating that businesses are taking a gradual approach to adopting AaaS (Statista, 2023).

There’s also the ethical aspect to consider. AaaS agents, while autonomous, require robust guidelines to prevent issues like bias, misinformation, or data misuse. As Treiber humorously puts it, “Nobody wants an AI agent deciding that the best marketing strategy involves emailing your customers at 3 a.m.”

A Future Of Collaboration, Not Replacement

Rather than viewing AaaS as a replacement for SaaS, we see them coexisting for the foreseeable future. SaaS provides the foundation, while AaaS builds on it, offering advanced capabilities.

For example, a SaaS platform might store customer data and track sales metrics, while an AaaS agent analyzes that data, predicts trends, and sends actionable insights directly to your sales team.

Consider this analogy: SaaS is like a well-stocked kitchen that provides the tools you need to cook a great meal. AaaS is like hiring a personal chef who prepares the meal for you, learns your preferences, and cleans up afterward.

The Verdict: Is AaaS the New SaaS?

AaaS is undoubtedly a revolutionary step forward, but it’s not the end of SaaS—not yet. The adoption of AaaS will depend on businesses’ willingness to embrace change, invest in new technologies, and navigate the challenges of implementation. It’s a journey, not an overnight transformation.

At Oktana, we believe the rise of AaaS signals a broader trend toward more intelligent, autonomous systems that work alongside humans instead of replacing them. Businesses that explore AaaS today will be better prepared for the future, gaining a competitive edge in a world increasingly defined by AI.

So, is AaaS the new SaaS? Maybe, but the answer isn’t as simple as replacing one with the other. It’s more about expanding what’s possible and imagining a future where AI agents complement human creativity and decision-making. The one thing we can definitively affirm is that, since AaaS requires a considerably fewer amount of coding to deploy its working guidelines, its potential for adaptable customization will be substantially superior to traditional SaaS methodologies.

Or, as Treiber might say, “The future of software isn’t about tools. It’s about partners that help you do more than you ever thought possible.”

Talk to one of our experts to clarify any further doubs that might remain.

Sources:

40% of companies now leverage AI to automate at least one business process. (McKinsey, 2023)
McKinsey & Company. (2023). The State of AI in 2023. McKinsey & Company. https://www.mckinsey.com
70% of enterprises are expected to leverage AI-driven automation by 2025. (Gartner, 2023)
Gartner. (2023). AI Adoption and Automation Trends. Gartner. https://www.gartner.com
62% of AI adopters report improved operational efficiency through automation. (Accenture, 2023)
Accenture. (2023). AI and Automation: The Future of Work. Accenture. https://www.accenture.com
78% of consumers are more likely to return to a service that offers personalized recommendations. (Epsilon, 2023)
Epsilon. (2023). The Power of Personalization in Consumer Engagement. Epsilon. https://www.epsilon.com
Businesses integrating AI in their operations can cut costs by 20% to 40%. (Deloitte, 2023)
Deloitte. (2023). AI: The Next Frontier for Cost Savings. Deloitte Insights. https://www.deloitte.com
By 2025, AI’s impact will contribute $15.7 trillion to the global economy. (PwC, 2023)
PwC. (2023). Global Artificial Intelligence Study: Exploiting the AI Revolution. PwC. https://www.pwc.com
85% of business applications are expected to be SaaS-based by 2025. (Statista, 2023)
Statista. (2023). SaaS Adoption and Market Forecast. Statista. https://www.statista.com
84% of businesses that have adopted AI in marketing report improved customer engagement. (Salesforce, 2023)

Agentforce for Sales Teams: How does it help?

So, you’ve decided to incorporate Agentforce for sales enhancements. The AI is now running in your Salesforce ecosystem. Great choice. You’re probably wondering, “Now what? How does this thing actually help my sales team crush their goals?”

The truth is, without proper integration, even the fanciest tools can become a shiny paperweight. But when done right (cue Oktana swooping in), Agentforce becomes what turns your sales operations into a well oiled, data-driven, lead converting machine.

Let’s take a closer look at some specific ways a stellar Agentforce integration can transform your sales operations:with some hypothetical cases to keep things fun.

1. Automated Lead Management: Put the Spreadsheets Down and Back Away Slowly

Let’s start with something simple yet impactful: automation. Without Agentforce, your sales reps are probably spending precious hours manually entering lead data, categorizing prospects, and distributing assignments. Sure, this builds character, but it’s also an enormous waste of time.

Hypothetical Case: Meet Sarah, one of your top sales reps, whose mornings are consumed by the noble task of cleaning up imported leads from trade shows. Enter Agentforce, fully integrated with Salesforce. Now, new leads automatically flow into the system, categorized by criteria like industry and Sarah’s favorite metric: “likely to convert yesterday.” With leads automatically assigned to the right rep, she can skip the admin work and dive straight into selling.

The result? Sarah closes more deals, skips her 4th cup of coffee, and maybe even makes it to her kid’s soccer game on time.

2. Enhanced Customer Insights: Who Needs a Crystal Ball When You Have AI?

Let’s face it: personalization is no longer a “nice to have”; it’s a necessity. But you can’t personalize what you don’t know. Without previous insights, every cold call feels like blindfolded archery. With Agentforce, however, the data you need is at your fingertips, helping your team craft hyper-targeted pitches.

Hypothetical Case: Imagine Bob, another sales rep, about to call a new lead. Without Agentforce, Bob starts his pitch the old-fashioned way: a canned script. But with Agentforce, Bob opens his dashboard to find a goldmine of insights; recent website interactions, and even a note that this client loves a good free trial.

Armed with this info, Bob personalizes his pitch, weaving in exactly what the lead cares about. The result? A warm chat and Bob’s sales numbers going up.

3. 24/7 Engagement: Because Agentforce for Sales Doesn’t Sleep

We’ve all been there. A client has a question at 11 PM or wants more information during their early-morning coffee binge. Your sales reps? Fast asleep or busy actually living their lives. Enter Agentforce’s AI-driven engagement tools, which work around the clock to keep the conversation alive.

Hypothetical Case: Let’s talk about Karen, a potential customer who decides at 3:14 AM that she really, really needs to know about your product’s ROI calculator. Without Agentforce, Karen submits a form and waits… and waits. But with Agentforce’s integration, an AI assistant jumps in immediately to answer her question, even suggesting a meeting with the sales team during business hours.

The result? Karen feels supported without any awkward responses from your reps. And when the team wakes up, they find Karen waiting with her wallet wide open.

4. Predictive Analytics: Your Fortune-Telling Tool, Minus the Tarot Cards

Forecasting sales used to be more art than science. Remember those “educated guesses” about how your team might perform next quarter? Yeah, toss those out the window. With Agentforce, predictive analytics pulls data from past performance, customer behavior, and industry trends to deliver forecasts that are more “data ninja” than “sales whisperer.”

Hypothetical Case: Carol, your sales manager, has an executive meeting next week and needs to present a quarterly forecast. In the past, she’d spend days crunching numbers and praying they made sense. Now? An AI agent spits out a forecast that combines historical trends, current opportunities, and win probabilities.

Armed with these insights, Carol not only nails her presentation but allocates resources more strategically. Reps focusing on the wrong leads? Not anymore. Deals stagnating in the pipeline? Carol knows exactly where to intervene.

5. Streamlined Team Communication: Herding Sales Reps Made Simple

Sales teams are notoriously difficult to wrangle. With reps spread across time zones, juggling leads, meetings, and demos feels like coordinating a flash mob. Agentforce changes that by seamlessly integrating with your team’s communication tools, automating schedules and follow-ups.

Hypothetical Case: Picture your team prepping for a major client pitch. With Agentforce integrated, your calendar tools sync automatically, scheduling prep meetings, assigning tasks, and ensuring no one “accidentally” forgets their role in the presentation.

Even better, Agentforce tracks the follow-ups after the pitch. Need someone to send a proposal or book a demo? It’s assigned before anyone has the chance to say, “Not it.” Your sales team runs smoother than a freshly debugged app, and the client walks away impressed.

Final Thoughts: The Integration is the Magic for Agentforce for Sales Teams

Agentforce for sales teams isn’t just a fancy add on; it’s a game-changer when integrated properly. The automation, insights, and predictive power are incredible, but without thoughtful implementation, you’re leaving value on the table. With a well-done integration (looking at you, Oktana), Agentforce becomes less of a tool and more of a team member.

So, go ahead, embrace the power of Agentforce for sales teams with the help of Oktana. Your reps will thank you, your numbers will impress, and you might even win the award for “Most Organized Sales Team” (it’s probably a thing).

P.S. If you do win, don’t forget to credit your AI digital platform. It’s only fair.

Agentforce 2.0: The Platform Where Humans and AI Work Together

Alright, let’s talk about this whole “digital labor platform” thing that Salesforce just rolled out: Agentforce 2.0. It sounds super techy, right? But at its core, it’s all about one simple idea: humans and AI working together to make life at work easier, faster, and, dare we say it, a bit more enjoyable.

If you’re picturing robots in ties taking over your office, don’t worry, that’s not what this is about. Let’s break it down into real-world terms so it makes sense for the rest of us.

What Exactly Is Agentforce 2.0?

Imagine you’ve got a co-worker who never sleeps, never forgets a task, and never gets overwhelmed by emails. That’s what Agentforce is like; only it’s powered by AI, not caffeine. It’s a platform where AI-powered “agents” handle the repetitive stuff, like sorting through data or scheduling meetings, so you can focus on the work that actually matters.

And here’s the cool part: these agents aren’t just random bots doing their own thing. They’re smart enough to connect all your systems (think Slack, Salesforce, or even older tools like SAP) and make them work together seamlessly.

“Okay, but does this mean robots are here to help our jobs?”

Short answer: Yes. In fact, Agentforce is here to help you keep your job while making it less stressful. These agents don’t replace people; they take care of the boring, time-consuming tasks that usually bog you down.

With this Digital Labour Platform, you can focus on the stuff that actually requires a human touch, like building relationships, solving complex problems, or coming up with creative ideas.

Agentforce 2.0 Real-Life Example Uses

Let’s say you’re in HR, and onboarding new employees is part of your job. Usually, you’d have to deal with endless paperwork, follow-up emails, and scheduling orientations. With Agentforce, an AI agent handles all of that.

It sends the right forms, tracks progress, and even schedules onboarding sessions.

Meanwhile, you get to spend your time welcoming the new hires and making sure they feel comfortable.

Why Should You Care About Agentforce 2.0?

Agentforce does not operate like a fancy tool. Its core engine is built for anyone to be able to not miss any detail all. Here’s why it matters:

It’s Proactive, Not Reactive: Most tools wait for you to tell them what to do. Agentforce figures out what needs to happen and gets it done before you even ask.
It Works Everywhere: Whether you’re using Slack, Salesforce, or some niche tool, Agentforce can integrate with it and make everything work better together.
It’s Customizable: Need an agent to handle customer support? Done. Want one to track sales metrics? Easy. You can tweak it to fit your exact needs.

Let’s Address Some Common Worries

If you’re still a little skeptical, that’s totally fair. Here are a few of the big questions people usually have:

“What happens to my data?”

Good news: your data stays private. Agentforce doesn’t go crawling the web to collect information. It works strictly with the data you provide and keeps it secure.

“What if the AI messes up?”

That’s where the human-AI partnership comes in. Agentforce isn’t left to its own devices; humans supervise it and can step in if needed. Plus, the team behind it makes sure everything is working perfectly before it even gets to you.

“Do I need to be tech-savvy to use this?”

Not at all. Agentforce is designed to be easy to use, whether you’re a tech whiz or someone who still types with one finger. It’s intuitive and doesn’t require a deep dive into programming.

How Does Oktana Fit Into All This?

Here’s the thing: Agentforce is powerful, but it’s not a magic wand. To get the most out of it, you need a team that knows how to set it up right. That’s where Oktana comes in.

Oktana makes sure every step of your Agentforce journey is smooth and effective:

They organize and structure your data so it’s ready for the agents to use.
They handle all the tricky integrations, connecting Agentforce to tools like Slack, Salesforce, or whatever else you’re using.
They test everything rigorously before it goes live, so you don’t run into glitches.
They already have experience building and implementing Agents.
And if you ever have questions or need adjustments, they’re always there to help.

Basically, they make sure Agentforce 2.0 works exactly how you need it to, without the headaches.

Wrapping It Up

Agentforce 2.0: the Digital Labor platform isn’t about replacing people with robots; it’s about creating a workplace where humans and AI collaborate to do amazing things. It’s about working smarter, and freeing up your time for what really matters.

With Oktana as your partner, you can trust that every piece of the puzzle will be handled with care and precision, plus our over 10 years of expertise in integrations and data management guarantee impeccable data management.

So, whether you’re ready to dive in or just curious to learn more, one thing’s for sure: the future of work is looking pretty exciting. And no, you don’t have to worry about robots stealing your job, we are here to make sure they just improve your output.

Guide for Protecting Customer Data with Responsible AI Use

At Oktana, we fully understand both the opportunities and challenges presented by the rise of artificial intelligence (AI) in the tech industry. As a global software development company with over 200 developers across seven offices, we are committed to sustaining a responsible AI use throughout our working structure. This commitment is essential not only to drive innovation but also to safeguard our customers’ data and maintain trust.

What’s Happening with AI?

As AI becomes more prevalent, it’s crucial to understand the associated risks. Publicly available AI tools may seem convenient, but using them without caution can compromise sensitive data. Once data is input into these systems, it becomes part of the AI’s learning process, potentially violating confidentiality agreements and legal standards.

At Oktana, we enforce strict policies to ensure customer data remains private and secure.

Do’s and Don’ts for Responsible AI Use at Oktana

Do’s:

Integrity in Use: Be transparent about how AI contributed to your work.
Clear Objectives: Define clear objectives for AI use and maintain documented oversight.
Safe AI Use Cases: AI can be helpful for non-sensitive tasks like writing email templates, performing small translations, or checking grammar.
General Questions Only: When using AI, ask general questions without including any Personally Identifiable Information (PII) from customers or our teammates at Oktana.
Account Manager Approval: Always consult the project’s Account Manager before using AI in any development process to ensure customer approval.

Don’ts:

No Personal Information: Never input or use any individual’s personal information in an AI tool.
No Customer Data: Do not paste customer data—such as proprietary code, internal organization details, or any sensitive information—into AI systems.
No Shortcuts with AI: Don’t use AI as a shortcut for tasks that require thoughtful problem-solving or customer-specific insights. AI should assist in routine tasks, not replace critical, customer-facing decision-making processes.
No Assumptions: Don’t assume AI systems will always get things right. Always verify AI-generated results to ensure accuracy and alignment with project goals.

“AI is here to handle the routine, giving us the freedom to tap into what makes us uniquely human—our creativity, empathy, and intuition. By taking care of tasks that follow set patterns, AI allows us to explore our true potential, focusing on areas where only human capabilities shine. This is our opportunity to push the boundaries of what we can achieve, with AI handling the rest.”
Silvana D., Trainer at Oktana

Responsible AI Development and Deployment

At Oktana, we align with Salesforce’s Trusted AI Principles to ensure our AI development and deployment are safe, accurate, and ethical. Our customers can trust that our AI-driven solutions always meet the highest security standards.

Salesforce’s AI Principles include:

Transparency in AI use
Upholding data privacy
Ensuring fairness and accuracy in AI outcomes
Prioritizing the security of AI systems

Building an AI-Responsible Culture at Oktana

As AI continues to evolve, we are committed to equipping our team with the knowledge and tools they need to use AI responsibly. This is why AI upskilling has become a core part of our training program.

When we saw growing demand for AI solutions from our customers, we didn’t just implement best practices—we embedded responsible AI use into our Annual Compliance Training and expanded our upskilling programs to reflect the latest AI trends. Our team’s impressive median score of 19 out of 20 demonstrates their dedication to mastering these concepts.

We provide ongoing education on AI ethics, best practices, and new regulations, ensuring our teams remain at the forefront of responsible AI development. Our AI Ethics Training covers everything from technical best practices to the impacts of AI, ensuring our team understands not only how to use AI, but why ethical use matters.

This continuous training initiative ensures our team is prepared to navigate the complexities of AI, maintain customer trust, and safeguard sensitive data while delivering innovative solutions.

Additionally, we encourage our team to pursue AI certifications, such as Salesforce AI Associate and Salesforce AI Specialist. To date, 41 team members have earned Salesforce AI certifications, with more in progress.

Conclusion

We believe responsible AI use is the key to unlocking its full potential. By adhering to stringent policies, providing continuous training, and aligning with trusted frameworks like Salesforce’s AI Principles, we ensure that our AI-driven solutions are secure, accurate, and ethical.

As AI handles routine tasks, it allows our developers to focus on what they do best—delivering innovative solutions that prioritize creativity, empathy, and human insight. With AI managing the routine, Oktana is ready to push the boundaries of what we can achieve together.

Interested in working with us? Contact us or check our careers page.

Get prepared: AI for business revolution is here

It’s become commonplace to say that data is the “new oil” and that data-driven organizations have a bright future ahead. However, businesses struggle to turn these trendy principles into reality. In the IDC FutureScape report on artificial intelligence and automation, IDC highlights that fewer than 10% of enterprises are considered advanced in their insights-driven capabilities, emphasizing the challenges many companies face in effectively utilizing their data. While almost all organizations possess data, they often don’t know how to leverage it effectively.

They are often sitting on veritable gold mines that they fail to successfully exploit. Salesforce, the world leader in CRM, offers a platform that harnesses the power of data, the advantages of the cloud, and the strength of AI for business like no other in the market with Data Cloud, one of the world’s most advanced data platforms.

The Data Cloud in your business strategy

Data Cloud offers an innovative approach that goes far beyond simply storing data. In fact, the Salesforce platform, integrated into Einstein 1, places the customer at the center of a strategy that leverages information systems to improve the entire experience, which will undoubtedly translate into business growth. How does it achieve this? By taking advantage of the artificial intelligence revolution, it is possible to exploit the value of information as never before.

The first step is to unify data, by integrating structured and unstructured data on a single platform. Unstructured data was a real headache in the past and, but with the power of AI for business, it has become an extremely important source of any strategy. Millions of emails, PDF documents, phone conversations and customer posts on social media, among many other sources, enrich today’s databases, and provide as much information as sales data, figures and numbers structured in traditional fields and rows.

With these varied ingredients, AI can move to the next level, which is to build models, make predictions and propose correct decisions based on quality, quantitative and qualitative information. Numerous success stories provide insight into how the Data Cloud can empower businesses. For example, Uber Eats in the United States improved task automation in a complex environment that integrates more than 30 different information systems to serve restaurants and locate the details of each order. London’s Heathrow Airport reported a 30 % increase in revenue thanks to the wonderful combination of data and artificial intelligence.

AI for business: The Einstein power

Today, when one interacts with ChatGPT, one gets the feeling of conversing with Hollywood robots. But in reality, today’s AI for business is nothing of the sort. Behind the magic of ChatGPT or generative AI, is a massive data intake that neural networks and machine learning harness to provide us with useful solutions through colloquial conversation.

And exactly that has been brought to the world of CRM by Salesforce, the global leader in data + cloud, which now adds AI to the equation for the one of the most advanced solutions on the market: data + cloud + AI.

One of the challenges in AI is for the interface to be sophisticated enough to be able to identify/capture and produce an output that is drawn from multiple sources and collated into a relatively simple output. Salesforce developed its own generative AI, designed specifically for CRM, which helps customers generate quality content while ensuring data protection and automating crucial tasks. Einstein 1 Platform enables the development of applications to automate any business without advanced programming skills by leveraging data. Meanwhile, Generative AI brings the conversational perspective to customer relationships by creating efficient bots capable of serving customers at almost any point in the process.

Not an option anymore

Businesses of all sizes can benefit from the power of these technologies: large, medium, and small companies through on-demand models (SaaS). To the experts, It’s not as hard as it sounds. Salesforce has taken it upon itself to make relatively simple and affordable solutions available to organizations of all sizes. All it takes is a process of guidance and willingness to incorporate this as a part of your business strategy to officially enter the data age. The effort will pay off when you see concrete results in your business results, thanks to the combination of a Data Cloud platform enriched with artificial intelligence.